StockDriftsStockDriftsTop 8 Brightlight Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 27.68% | 89.3K | $28.1M | -3.81%(-3.54K) | $97.93(-31.41%) | 2026-03-31 | |
| ARCO | ARCOS DORADOS HLDGS INC | 27.14% | 3.33M | $27.5M | -3.81%(-132.04K) | $7.61(+6.90%) | 2026-03-31 | |
| KSPI | KASPI KZ JSC | 27.12% | 371.2K | $27.5M | -14.07%(-60.77K) | $117.09(-25.26%) | 2026-03-31 | |
| HNI | HNI CORP | 8.66% | 262.9K | $8.8M | new | $37.72(-20.72%) | 2026-03-31 | |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 5.38% | 100.2K | $5.5M | -7.14%(-7.70K) | $30.55(+125.27%) | 2026-03-31 | |
| PAL | PROFICIENT AUTO LOGISTICS IN | 1.93% | 288.7K | $2.0M | -19.51%(-70.00K) | $7.30(-32.63%) | 2026-03-31 | |
| HGV | HILTON GRAND VACATIONS INC | 1.77% | 45.8K | $1.8M | -84.90%(-257.42K) | $43.69(+2.67%) | 2026-03-31 | |
| SNBR | SLEEP NUMBER CORP | 0.32% | 179.4K | $322K | -25.09%(-60.10K) | $13.03(-88.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.00% | +72.81% |
| Top 20 Holdings Unweighted | +23.05% | +86.33% |
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